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View an assessment scorecard

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View an assessment scorecard

The Assessments application prepares printable scorecards. A scorecard displays
easy-to-interpret assessment results, in which the current calculated ratings for an
assessable record are compared to previous ratings or to the ratings of other
records.

Before you begin

Role required: assessment_admin or admin

About this task

Users can examine ratings over time, compare ratings for one assessable record with
all assessable records in a table, or compare the ratings of two assessable records.
All ratings are averages for the time range selected. The system dynamically updates
a scorecard each time you view it, so the ratings reflect recently completed
assessments and scripted metrics.

Administrators can display a scorecard for any table by creating a Related
Link on assessable records. The system provides this link on the
Company form by default when Vendor Performance is active.

The Averages view compares the current ratings for an assessable record in each metric category with the average, minimum, and maximum values from all assessable records in the filter. All ratings are from assessments generated over the trailing twelve months (TTM).

The Head to Head Compare view allows you to compare the ratings of two assessable records of the same type. Select an assessable record from the choice list to compare against the current record's trailing twelve month (TTM) ratings.